Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$297K Hold
2025
Q1
$307K Sell
2024
Q4
$325K Sell
2024
Q3
$286K Buy
2024
Q2
$223K Sell
2024
Q1
$278K Sell
2023
Q4
$435K Sell
2023
Q3
$819K Sell
2023
Q2
$790K Sell
2023
Q1
$697K Sell
2022
Q4
$815K Sell
2022
Q3
$912K Buy
2022
Q2
$806K Buy
2022
Q1
$1.02M Sell
2021
Q4
$1.93M Buy
2021
Q3
$1.51M Sell
2021
Q2
$1.21M Buy
2021
Q1
$249K Sell
2020
Q4
$295K Buy
2020
Q3
$245K Buy
2020
Q2
$217K Buy